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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
No matter what your age, or where you are on your planning journey, we can help steer you down the right path toward retirement. We will work with you to build the foundation of your plan. Over time, as life or market circumstances change, we will work with you to adjust your plan where and when needed. When it comes to retirement planning, it's never too early to start.
Vice President–Wealth Management
James brings his seven years of teaching experience to help clients understand financial matters.
Since joining UBS Financial Services in 1999, James has been working with clients to design, implement and monitor wealth management strategies. His focus is financial planning and portfolio management.
James earned his designation as a Certified Financial Planner™ professional in 2006 and completed the UBS Wealth Advisor Program in 2008. He is qualified in the Portfolio Management Program at UBS Financial Services Inc. to serve as a personal portfolio manager. He graduated from the University of Georgia with Bachelor of Arts degree. James and his wife reside in San Francisco. They enjoy travel and are involved in causes which help children in need.
Certified Financial Planner™ professional
California Insurance License 0C23860
Credentials
Lets connect
Vice President–Wealth Management
James brings his seven years of teaching experience to help clients understand financial matters.
Since joining UBS Financial Services in 1999, James has been working with clients to design, implement and monitor wealth management strategies. His focus is financial planning and portfolio management.
James earned his designation as a Certified Financial Planner™ professional in 2006 and completed the UBS Wealth Advisor Program in 2008. He is qualified in the Portfolio Management Program at UBS Financial Services Inc. to serve as a personal portfolio manager. He graduated from the University of Georgia with Bachelor of Arts degree. James and his wife reside in San Francisco. They enjoy travel and are involved in causes which help children in need.
Certified Financial Planner™ professional
California Insurance License 0C23860
Credentials
Lets connect
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager
